KCM

Kennedy Capital Management Portfolio holdings

AUM $4.52B
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.75B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$22.8M
3
+$19.8M
4
OIS icon
Oil States International
OIS
+$19.7M
5
EDR
Education Realty Trust Inc
EDR
+$19.2M

Top Sells

1
+$29.5M
2
+$23.8M
3
+$21.3M
4
AXL icon
American Axle
AXL
+$16.3M
5
OLN icon
Olin
OLN
+$16.2M

Sector Composition

1 Financials 21.82%
2 Technology 13.98%
3 Industrials 13.58%
4 Consumer Discretionary 12.81%
5 Real Estate 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.22M 0.02%
+53,459
652
$1.04M 0.02%
63,513
-2,908
653
$1.04M 0.02%
142,925
+33,009
654
$1.02M 0.02%
383,572
+47,594
655
$994K 0.02%
53,234
-21,801
656
$991K 0.02%
80,369
-13,131
657
$986K 0.02%
84,164
+21,037
658
$964K 0.02%
+90,554
659
$956K 0.02%
89,722
+44,706
660
$928K 0.02%
+43,864
661
$924K 0.02%
71,061
+31,056
662
$919K 0.02%
+40,000
663
$890K 0.02%
193,467
+7,248
664
$866K 0.02%
+49,921
665
$853K 0.01%
136,448
+28,461
666
$848K 0.01%
31,355
-32,253
667
$840K 0.01%
10,438
+4,642
668
$838K 0.01%
3,351
+2,348
669
$792K 0.01%
71,700
-3,300
670
$789K 0.01%
92,657
-212
671
$727K 0.01%
8,474
+3,008
672
$705K 0.01%
73,463
+60,407
673
$701K 0.01%
+165,000
674
$680K 0.01%
+75,317
675
$678K 0.01%
+37,742
25 26
27
28 29